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  1. Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

    1 vote

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  2. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    21 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  3. In personal tax there appears to be no provision to enter capital allowance for self employment in the form of a schedule which personal tax can keep year to year. This would help when writing down existing assets as well as adding and claiming for new assets differentiating the assets between main pool/special rate pool and assets with a personal use element to enter the percentage to apply.

    10 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  4. Re Managed fund distribution worksheet, the field 'Current year capital gains - Discount method (Grossed-up amount)' was prefilled incorrectly.

    It's prefilled with net amount instead of the grossed-up one, results in validation error, need to manually edited it.

    It could be great if xero can fix this, thanks :)

    16 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea in the forums, team. We appreciate what you're asking and how this could currently be confusing. Our team are working on some improvement for the Distribution worksheet that'd allow you to select whether this field was filled as Gross, or Net amount. We'll keep you updated of the progress for this here. 🙂

  5. It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.

    13 votes

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  6. Please add the status as an option to filter returns by. I want to be able to see "All Returns" but filter out the "Filed" ones. Thank yoU!

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  7. How about a search function when on the Report Codes page (like what's available when you're in the Chart of Accounts)?

    Thanks

    7 votes

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  8. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    25 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  9. It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....

    36 votes

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  10. It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.

    41 votes

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  11. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    18 votes

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     ·  9 comments  ·  Xero Tax  ·  Admin →
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  12. The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.

    Surely this could be made into an immediate sync, or at the very least an overnight sync?

    Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before…

    47 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
  13. Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks

    3 votes

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  14. Client access to Report Templates
    In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.

    18 votes

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    5 comments  ·  Xero HQ  ·  Admin →
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  15. A 'Date Added' field would be great, to show when a client was entered into an XPM account.

    It would also be good to add this as a client report criteria, so you can filter dates.

    5 votes

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  16. When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.

    5 votes

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  17. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
    This would help us because:
    1. It is a professional requirement to keep a copy of all correspondence sent to clients.
    2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
    3. When they dispute what was written in the text part of…

    44 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  19. There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.

    8 votes

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  20. When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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